Thompson Davis & Co’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,000
| Closed | -$476K | – | 123 |
|
|
2023
Q3 | $476K | Hold |
8,000
| – | – | 0.59% | 29 |
|
|
2023
Q2 | $455K | Hold |
8,000
| – | – | 0.51% | 35 |
|
|
2023
Q1 | $423K | Hold |
8,000
| – | – | 0.55% | 38 |
|
|
2022
Q4 | $399K | Hold |
8,000
| – | – | 0.57% | 34 |
|
|
2022
Q3 | $352K | Hold |
8,000
| – | – | 0.48% | 38 |
|
|
2022
Q2 | $390K | Sell |
8,000
-150
| -2% | -$7.31K | 0.64% | 33 |
|
|
2022
Q1 | $452K | Hold |
8,150
| – | – | 0.55% | 40 |
|
|
2021
Q4 | $426K | Buy |
+8,150
| New | +$426K | 0.35% | 49 |
|